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SimplySmart Asset Management is an independent investment advisor registered in the state of California. We are also able to accept and serve clients who reside in most other states. We do not sell financial products or receive compensation of any kind from any products or funds we recommend or purchase. One-hundred percent of our revenues come from the asset management fees we charge clients.

SimplySmart Asset Management
220 Lombard Street, Suite 214
San Francisco, CA 94111
Tel (650) 681-9848
Fax (888) 844-1455

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“Any intelligent fool can make things bigger, more complex... It takes... a lot of courage to move in the opposite direction.” E. F. Schumacker